I am a Vice President and Senior Portfolio Manager with TD Wealth Private Investment Counsel. As well, I am responsible for managing the portfolios of TD Harbour Capital clients. I have been in the investment industry for over 35 years.
I work in partnership with Chris Mantzoutsos, CFA, Senior Portfolio Manager. Together our goal is to provide clients with comfort knowing that their wealth is being managed prudently and with their best interests in mind. Our team approach ensures continuity and seamless service. We strive to gain a full understanding of our clients' unique needs, circumstances and specific long-term goals. We will then develop and implement a cohesive and dynamic wealth management plan to achieve those goals throughout their lifetime.
I am a Chartered Financial Analyst and a member of the CFA Institute and the Toronto CFA Society. I am also a member of the Finance Committee and Chair of the Investment Committee of the Humber River Regional Hospital Foundation.